Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Atlantic Union Bankshares CorpAUB · Entity 3827 | Director | October 01, 2026 | October 05, 2026 |
| KEYCORP /NEW/KEY · Entity 3220 | CFO, CAO, & Vice Chair | February 24, 2023 | February 28, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Atlantic Union Bankshares Corp
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,471 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 527 · Balance 13,471 F1: Direct issue from Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Direct issue from Issuer.
KEYCORP /NEW/
Report date February 24, 2023 · Filed February 28, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 489,681 |
Reported balance
After 2023-02-24 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-02-24 · Exercise / conversion · Acquired 13,213 · Balance 489,681 F1: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. |
| Common SharesSEC Table I · non-derivative | Direct | 483,394 |
Reported balance
After 2023-02-24 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2023-02-24 · Tax withholding · Disposed 6,287 · Balance 483,394 F2: Adjusted to correct the number of shares reported as being withheld by KeyCorp to satisfy the Reporting Person's tax withholding obligations in connection with the payout of performance share units on February 17, 2023, on a Form 4 filed on February 22, 2023, which understated the number of shares withheld by 269 shares. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 13,213 |
Reported balance
After 2023-02-24 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-02-24 · Exercise / conversion · Disposed 13,213 · Balance 13,213 F1: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F3: These restricted stock units, granted on February 24, 2020, vest in four equal annual installments beginning on February 24, 2021. F4: Includes approximately 1,085 dividend-equivalent restricted stock units accrued between March and December 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting.
F2: Adjusted to correct the number of shares reported as being withheld by KeyCorp to satisfy the Reporting Person's tax withholding obligations in connection with the payout of performance share units on February 17, 2023, on a Form 4 filed on February 22, 2023, which understated the number of shares withheld by 269 shares.
F3: These restricted stock units, granted on February 24, 2020, vest in four equal annual installments beginning on February 24, 2021.
F4: Includes approximately 1,085 dividend-equivalent restricted stock units accrued between March and December 2022.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 5, 2026 17:37 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 527 | $0.00 | $0.00 |
DisclosureSEC source: 0001217174-26-000005 · wk-form4_1791221875.xml · nonDerivative · entry 1 KIMBLE DONALD R · CIK 0001217174 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,471 F1 · shares: Direct issue from Issuer. Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 19:08 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 473 | $0.00 | $0.00 |
DisclosureSEC source: 0001217174-26-000004 · form4-07022026_070721.xml · nonDerivative · entry 1 KIMBLE DONALD R · CIK 0001217174 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,944 F1 · shares: Direct issue from Issuer. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 20:20 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 560 | $0.00 | $0.00 |
DisclosureSEC source: 0001217174-26-000003 · form4-04022026_040412.xml · nonDerivative · entry 1 KIMBLE DONALD R · CIK 0001217174 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,471 F1 · shares: Direct issue from Issuer. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 17:59 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 567 | $0.00 | $0.00 |
DisclosureSEC source: 0001217174-26-000001 · form4-01062026_050139.xml · nonDerivative · entry 1 KIMBLE DONALD R · CIK 0001217174 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,911 F1 · shares: Direct issue from Issuer. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 15:34 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 567 | $0.00 | $0.00 |
DisclosureSEC source: 0001217174-25-000004 · form4-10032025_031007.xml · nonDerivative · entry 1 KIMBLE DONALD R · CIK 0001217174 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,344 F1 · shares: Direct issue from Issuer. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 15:27 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 639 | $31.28 | $19,987.92 |
DisclosureSEC source: 0001415889-25-018870 · form4-07022025_030751.xml · nonDerivative · entry 1 KIMBLE DONALD R · CIK 0001217174 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,777 F1 · shares: Direct issue from Issuer. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 15:09 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 642 | $31.14 | $19,991.88 |
DisclosureSEC source: 0001415889-25-009855 · form4-04032025_030415.xml · nonDerivative · entry 1 KIMBLE DONALD R · CIK 0001217174 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,138 F1 · shares: Direct issue from Issuer. Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 20:48 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 528 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-000370 · form4-01032025_080122.xml · nonDerivative · entry 1 KIMBLE DONALD R · CIK 0001217174 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,496 F1 · shares: Direct issue from Issuer. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 18:49 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 431 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-024583 · form4-10032024_061048.xml · nonDerivative · entry 1 KIMBLE DONALD R · CIK 0001217174 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,968 F1 · shares: Direct issue from Issuer. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 16:05 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 495 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019110 · form4-07032024_040701.xml · nonDerivative · entry 1 KIMBLE DONALD R · CIK 0001217174 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,537 F1 · shares: Direct issue from Issuer. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 17:56 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 460 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-009950 · form4-04032024_050403.xml · nonDerivative · entry 1 KIMBLE DONALD R · CIK 0001217174 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,042 F1 · shares: Direct issue from Issuer. Read SEC document |
| March 08, 2024 Filed Mar 11, 2024 19:12 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | PurchaseCommon Stock | 7,000 | $35.13 | $245,910.00 |
DisclosureSEC source: 0001415889-24-007495 · form4-03112024_070302.xml · nonDerivative · entry 1 KIMBLE DONALD R · CIK 0001217174 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,582 Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 19:25 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 582 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-000558 · form4-01042024_070141.xml · nonDerivative · entry 1 KIMBLE DONALD R · CIK 0001217174 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 582 F1 · shares: Direct issue from Issuer. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 21:08 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 13,213 | $0.00 | $0.00 |
DisclosureSEC source: 0000091576-23-000048 · wf-form4_167761851371332.xml · derivative · entry 3 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,213 Underlying: Common Shares · 13,213 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F3 · derivative.exercise_date: These restricted stock units, granted on February 24, 2020, vest in four equal annual installments beginning on February 24, 2021. F3 · derivative.expiration_date: These restricted stock units, granted on February 24, 2020, vest in four equal annual installments beginning on February 24, 2021. F4 · balance_after: Includes approximately 1,085 dividend-equivalent restricted stock units accrued between March and December 2022. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 21:08 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Tax withholdingCommon Shares | 6,287 | $18.32 | $115,177.84 |
DisclosureSEC source: 0000091576-23-000048 · wf-form4_167761851371332.xml · nonDerivative · entry 2 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 483,394 F2 · balance_after: Adjusted to correct the number of shares reported as being withheld by KeyCorp to satisfy the Reporting Person's tax withholding obligations in connection with the payout of performance share units on February 17, 2023, on a Form 4 filed on February 22, 2023, which understated the number of shares withheld by 269 shares. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 21:08 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionCommon Shares | 13,213 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000091576-23-000048 · wf-form4_167761851371332.xml · nonDerivative · entry 1 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 489,681 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 21:32 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantRestricted Stock Units · Derivative | 118,146 | $0.00 | $0.00 |
DisclosureSEC source: 0000091576-23-000035 · wf-form4_167710152592467.xml · derivative · entry 8 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,146 Underlying: Common Shares · 118,146 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F10 · derivative.exercise_date: These restricted stock units, granted on February 17, 2023, vest in four equal annual installments beginning on February 17, 2024. F10 · derivative.expiration_date: These restricted stock units, granted on February 17, 2023, vest in four equal annual installments beginning on February 17, 2024. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 21:32 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 7,245 | $0.00 | $0.00 |
DisclosureSEC source: 0000091576-23-000035 · wf-form4_167710152592467.xml · derivative · entry 7 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,734 Underlying: Common Shares · 7,245 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F8 · derivative.exercise_date: These restricted stock units, granted on February 14, 2022, vest in four equal annual installments beginning on February 17, 2023. F8 · derivative.expiration_date: These restricted stock units, granted on February 14, 2022, vest in four equal annual installments beginning on February 17, 2023. F9 · balance_after: Includes approximately 1,191 dividend-equivalent restricted stock units accrued between March and December 2022. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 21:32 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 9,764 | $0.00 | $0.00 |
DisclosureSEC source: 0000091576-23-000035 · wf-form4_167710152592467.xml · derivative · entry 6 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,527 Underlying: Common Shares · 9,764 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F6 · derivative.exercise_date: These restricted stock units, granted on February 15, 2021, vest in four equal annual installments beginning on February 17, 2022. F6 · derivative.expiration_date: These restricted stock units, granted on February 15, 2021, vest in four equal annual installments beginning on February 17, 2022. F7 · balance_after: Includes approximately 1,202 dividend-equivalent restricted stock units accrued between March and December 2022. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 21:32 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 12,182 | $0.00 | $0.00 |
DisclosureSEC source: 0000091576-23-000035 · wf-form4_167710152592467.xml · derivative · entry 5 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 12,182 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F4 · derivative.exercise_date: These restricted stock units, granted on February 18, 2019, vested in four equal annual installments ending on February 17, 2023. F4 · derivative.expiration_date: These restricted stock units, granted on February 18, 2019, vested in four equal annual installments ending on February 17, 2023. F5 · derivative.underlying_shares: Includes approximately 500 dividend-equivalent restricted stock units accrued between March and December 2022. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 21:32 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Tax withholdingCommon Shares | 14,018 | $19.15 | $268,444.70 |
DisclosureSEC source: 0000091576-23-000035 · wf-form4_167710152592467.xml · nonDerivative · entry 4 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 476,737 Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 21:32 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantCommon Shares | 30,029 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000091576-23-000035 · wf-form4_167710152592467.xml · nonDerivative · entry 3 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 490,755 F3 · price: These shares were received for no consideration upon the satisfaction of certain performance criteria underlying the performance share units granted on February 24, 2020. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 21:32 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Tax withholdingCommon Shares | 9,596 | $19.15 | $183,763.40 |
DisclosureSEC source: 0000091576-23-000035 · wf-form4_167710152592467.xml · nonDerivative · entry 2 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 460,726 Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 21:32 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionCommon Shares | 29,190 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000091576-23-000035 · wf-form4_167710152592467.xml · nonDerivative · entry 1 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 470,322 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F2 · balance_after: Includes approximately 142 common shares acquired through dividend reinvestment in March 2022. Read SEC document |
| March 01, 2022 Filed Mar 2, 2022 21:21 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Tax withholdingCommon Shares | 15,122 | $22.99 | $347,654.78 |
DisclosureSEC source: 0000091576-22-000056 · wf-form4_164625605298382.xml · nonDerivative · entry 2 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 440,990 Read SEC document |
| March 01, 2022 Filed Mar 2, 2022 21:21 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantCommon Shares | 32,450 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000091576-22-000056 · wf-form4_164625605298382.xml · nonDerivative · entry 1 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 456,112 F1 · price: These shares were received for no consideration upon the satisfaction of certain performance criteria underlying the performance share units granted on February 18, 2019. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 21:16 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 12,670 | $0.00 | $0.00 |
DisclosureSEC source: 0000091576-22-000050 · wf-form4_164608293700416.xml · derivative · entry 3 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,341 Underlying: Common Shares · 12,670 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F2 · derivative.exercise_date: These restricted stock units, granted on February 24, 2020, vest in four equal annual installments beginning on February 24, 2021. F2 · derivative.expiration_date: These restricted stock units, granted on February 24, 2020, vest in four equal annual installments beginning on February 24, 2021. F3 · balance_after: Includes approximately 1,289 dividend-equivalent restricted stock units accrued between March and December 2021. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 21:16 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Tax withholdingCommon Shares | 5,905 | $24.13 | $142,487.65 |
DisclosureSEC source: 0000091576-22-000050 · wf-form4_164608293700416.xml · nonDerivative · entry 2 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 423,662 Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 21:16 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionCommon Shares | 12,670 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000091576-22-000050 · wf-form4_164608293700416.xml · nonDerivative · entry 1 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 429,567 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 21:49 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantDeferred Shares · Derivative | 56,915 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000091576-22-000037 · wf-form4_164556653742466.xml · derivative · entry 6 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,915 Underlying: Common Shares · 56,915 shares Expires not disclosed F8 · derivative.exercise_price: Each deferred share represents a right to receive the cash value of one share of common stock. F10 · price: In connection with the vesting on February 17, 2022, of cash-settling performance shares previously granted to the reporting person, the reporting person's receipt of the cash value of 56,915 shares of common stock was deferred, resulting in the reporting person's receipt instead of 56,915 deferred shares pursuant to KeyCorp's Long-Term Incentive Deferral Plan. F9 · derivative.exercise_date: The deferred shares become payable upon the reporting person's termination of employment with KeyCorp and its subsidiaries. F9 · derivative.expiration_date: The deferred shares become payable upon the reporting person's termination of employment with KeyCorp and its subsidiaries. Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 21:49 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 9,363 | $0.00 | $0.00 |
DisclosureSEC source: 0000091576-22-000037 · wf-form4_164556653742466.xml · derivative · entry 5 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,089 Underlying: Common Shares · 9,363 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F6 · derivative.exercise_date: These restricted stock units, granted on February 15, 2021, vest in four equal annual installments beginning on February 17, 2022. F6 · derivative.expiration_date: These restricted stock units, granted on February 15, 2021, vest in four equal annual installments beginning on February 17, 2022. F7 · balance_after: Includes approximately 1,269 dividend-equivalent restricted stock units accrued between March and December 2021. Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 21:49 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 11,682 | $0.00 | $0.00 |
DisclosureSEC source: 0000091576-22-000037 · wf-form4_164556653742466.xml · derivative · entry 4 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,682 Underlying: Common Shares · 11,682 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F4 · derivative.exercise_date: These restricted stock units, granted on February 18, 2019, vest in four equal annual installments beginning on February 17, 2020. F4 · derivative.expiration_date: These restricted stock units, granted on February 18, 2019, vest in four equal annual installments beginning on February 17, 2020. F5 · balance_after: Includes approximately 792 dividend-equivalent restricted stock units accrued between March and December 2021. Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 21:49 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 8,639 | $0.00 | $0.00 |
DisclosureSEC source: 0000091576-22-000037 · wf-form4_164556653742466.xml · derivative · entry 3 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 8,639 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F2 · derivative.exercise_date: These restricted stock units, granted on February 19, 2018, vested in four equal annual installments ending on February 17, 2022. F2 · derivative.expiration_date: These restricted stock units, granted on February 19, 2018, vested in four equal annual installments ending on February 17, 2022. F3 · derivative.underlying_shares: Includes approximately 293 dividend-equivalent restricted stock units accrued between March and December 2021. Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 21:49 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Tax withholdingCommon Shares | 9,414 | $25.73 | $242,222.22 |
DisclosureSEC source: 0000091576-22-000037 · wf-form4_164556653742466.xml · nonDerivative · entry 2 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 416,897 Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 21:49 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionCommon Shares | 29,684 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000091576-22-000037 · wf-form4_164556653742466.xml · nonDerivative · entry 1 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 426,311 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. Read SEC document |
| February 14, 2022 Filed Feb 16, 2022 21:47 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantOption to Buy · Derivative | 41,522 | $0.00 Strike: $28.50 | $0.00 |
DisclosureSEC source: 0000091576-22-000019 · wf-form4_164504806185146.xml · derivative · entry 3 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,522 Underlying: Common Shares · 41,522 shares Expires 2032-02-17 F3 · derivative.exercise_date: The option to buy, granted on February 14, 2022, vests in four equal annual installments beginning on February 17, 2023. Read SEC document |
| February 14, 2022 Filed Feb 16, 2022 21:47 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantRestricted Stock Units · Derivative | 27,788 | $0.00 | $0.00 |
DisclosureSEC source: 0000091576-22-000019 · wf-form4_164504806185146.xml · derivative · entry 2 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,788 Underlying: Common Shares · 27,788 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F2 · derivative.exercise_date: The restricted stock units, granted on February 14, 2022, vest in four equal annual installments beginning on February 17, 2023. F2 · derivative.expiration_date: The restricted stock units, granted on February 14, 2022, vest in four equal annual installments beginning on February 17, 2023. Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 21:16 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 12,241 | $0.00 | $0.00 |
DisclosureSEC source: 0000091576-21-000051 · edgar.xml · derivative · entry 3 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,723 Underlying: Common Shares · 12,241 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F2 · derivative.exercise_date: The restricted stock units, granted on February 24, 2020, vest in four equal annual installments beginning on February 24, 2021. F2 · derivative.expiration_date: The restricted stock units, granted on February 24, 2020, vest in four equal annual installments beginning on February 24, 2021. F3 · balance_after: Includes approximately 2,599 dividend-equivalent restricted stock units accrued between March and December 2020. Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 21:16 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Tax withholdingCommon Shares | 5,705 | $21.54 | $122,885.70 |
DisclosureSEC source: 0000091576-21-000051 · edgar.xml · nonDerivative · entry 2 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 396,627 Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 21:16 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionCommon Shares | 12,241 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000091576-21-000051 · edgar.xml · nonDerivative · entry 1 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 402,332 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 21:51 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 11,286 | $0.00 | $0.00 |
DisclosureSEC source: 0000091576-21-000037 · edgar.xml · derivative · entry 5 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,572 Underlying: Common Shares · 11,286 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F6 · derivative.exercise_date: The restricted stock units, granted on February 18, 2019, vest in four equal annual installments beginning on February 17, 2020. F6 · derivative.expiration_date: The restricted stock units, granted on February 18, 2019, vest in four equal annual installments beginning on February 17, 2020. F7 · balance_after: Includes approximately 1,797 dividend-equivalent restricted stock units accrued between March and December 2020. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 21:51 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 8,347 | $0.00 | $0.00 |
DisclosureSEC source: 0000091576-21-000037 · edgar.xml · derivative · entry 4 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,346 Underlying: Common Shares · 8,347 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F4 · derivative.exercise_date: The restricted stock units, granted on February 19, 2018, vest in four equal annual installments beginning on February 17, 2019. F4 · derivative.expiration_date: The restricted stock units, granted on February 19, 2018, vest in four equal annual installments beginning on February 17, 2019. F5 · balance_after: Includes approximately 886 dividend-equivalent restricted stock units accrued between March and December 2020. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 21:51 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 9,138 | $0.00 | $0.00 |
DisclosureSEC source: 0000091576-21-000037 · edgar.xml · derivative · entry 3 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 9,138 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F2 · derivative.exercise_date: The restricted stock units, granted on February 20, 2017, vested in four equal annual installments ending on February 17, 2021. F2 · derivative.expiration_date: The restricted stock units, granted on February 20, 2017, vested in four equal annual installments ending on February 17, 2021. F3 · derivative.underlying_shares: Includes approximately 485 dividend-equivalent restricted stock units accrued between March and December 2020. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 21:51 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Tax withholdingCommon Shares | 9,122 | $19.72 | $179,885.84 |
DisclosureSEC source: 0000091576-21-000037 · edgar.xml · nonDerivative · entry 2 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 390,091 Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 21:51 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionCommon Shares | 28,772 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000091576-21-000037 · edgar.xml · nonDerivative · entry 1 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 399,213 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 21:48 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantOption to Buy · Derivative | 68,047 | $0.00 Strike: $20.98 | $0.00 |
DisclosureSEC source: 0000091576-21-000023 · edgar.xml · derivative · entry 3 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,047 Underlying: Common Shares · 68,047 shares Expires 2031-02-17 F3 · derivative.exercise_date: The option to buy, granted on February 15, 2021, vests in four equal annual installments beginning on February 17, 2022. Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 21:48 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantRestricted Stock Units · Derivative | 36,182 | $0.00 | $0.00 |
DisclosureSEC source: 0000091576-21-000023 · edgar.xml · derivative · entry 2 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,182 Underlying: Common Shares · 36,182 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F2 · derivative.exercise_date: The restricted stock units, granted on February 15, 2021, vest in four equal annual installments beginning on February 17, 2022. F2 · derivative.expiration_date: The restricted stock units, granted on February 15, 2021, vest in four equal annual installments beginning on February 17, 2022. Read SEC document |
| February 24, 2020 Filed Feb 26, 2020 21:25 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantOption to Buy · Derivative | 74,324 | $0.00 Strike: $18.98 | $0.00 |
DisclosureSEC source: 0001799551-20-000030 · edgar.xml · derivative · entry 3 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,324 Underlying: Common Shares · 74,324 shares Expires 2030-02-24 F3 · derivative.exercise_date: The option to buy, granted on February 24, 2020, vests in four equal annual installments beginning on February 24, 2021. Read SEC document |
| February 24, 2020 Filed Feb 26, 2020 21:25 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantRestricted Stock Units · Derivative | 46,364 | $0.00 | $0.00 |
DisclosureSEC source: 0001799551-20-000030 · edgar.xml · derivative · entry 2 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,364 Underlying: Common Shares · 46,364 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F2 · derivative.exercise_date: The restricted stock units, granted on February 24, 2020, vest in four equal annual installments beginning on February 24, 2021. F2 · derivative.expiration_date: The restricted stock units, granted on February 24, 2020, vest in four equal annual installments beginning on February 24, 2021. Read SEC document |
| February 17, 2020 Filed Feb 19, 2020 21:46 UTC | KEYCORP /NEW/ KEY · Entity 3220 | Exercise / conversionRestricted Stock Units · Derivative | 10,687 | $0.00 | $0.00 |
DisclosureSEC source: 0001799551-20-000015 · edgar.xml · derivative · entry 8 KIMBLE DONALD R · CIK 0001217174 · CFO, CAO, & Vice Chair 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,061 Underlying: Common Shares · 10,687 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one KeyCorp common share at vesting. F9 · derivative.exercise_date: The restricted stock units, granted on February 18, 2019, vest in four equal annual installments beginning on February 17, 2020. F9 · derivative.expiration_date: The restricted stock units, granted on February 18, 2019, vest in four equal annual installments beginning on February 17, 2020. F10 · balance_after: Includes approximately 1,629 dividend-equivalent restricted stock units accrued between March and December 2019. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.